Steps for Completing a Debit Purchase using a PAX device
Follow these steps to complete an in-store purchase using Debit:
- Ring up the product in your point of sale system to get the product total
- Select the green "CLICK HERE TO START PURCHASE" button on the POSaBIT app
- Enter 4-digit unique employee pin number
- Scan the customer's ID or enter ID information in manually via the OVERRIDE ID button
- Note: This is an optional setting that can be disabled for your venue
- Enter purchase amount (this is the product total from the POS)
- Select "Debit" as the payment method
- Pass the PAX device to the customer
- Customer selects a tip option
- Customer accepts the convenience fee on the card terminal (the convenience fee will be added to the total)
- Customer inserts or swipes their card on the terminal, and enters their pin number
- After the customer's card has been approved, click "DONE" on the POSaBIT app, tender the purchase on the point of sale and give the customer their receipt with the charge breakdown.
*Note: If you do not have a tender option to differentiate Debit purchases from cash transactions, enable Debit or Cashless ATM as a tender button on your POS to track Debit transactions.
Click here to view the PDF Transaction Guide
*Reconciliation Tip: For easy reconciliation, keep the merchant copy in your till to help track change out of your till. Your POSaBIT portal reports will track transaction details such as: Transaction date/time, change back amounts, purchase totals, and more!
